Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE WILLIAM G POMEROY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)492 E BRIGHTON AVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SYRACUSE, NY13210
A Employer identification number

20-6572301
B Telephone number (see instructions)

(315) 913-4060
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$62,263,167J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 920,937
2 Check bullet.............
3 Interest on savings and temporary cash investments 51,991 51,991  
4 Dividends and interest from securities... 1,127,803 1,127,803  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,165,479
b Gross sales price for all assets on line 6a 1,165,778
7 Capital gain net income (from Part IV, line 2)... 1,165,479
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -15,270 -15,270  
12 Total. Add lines 1 through 11........ 3,250,940 2,330,003  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 118,721 0   118,721
14 Other employee salaries and wages...... 98,206 0   98,206
15 Pension plans, employee benefits....... 30,106 0   30,106
16a Legal fees (attach schedule)......... Click to see attachment 16,476 0   16,476
b Accounting fees (attach schedule)....... Click to see attachment 11,255 8,441   2,814
c Other professional fees (attach schedule).... Click to see attachment 3,304 0   3,304
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 76,668 3,242   20,320
19 Depreciation (attach schedule) and depletion... Click to see attachment 3,251 0  
20 Occupancy.............. 27 0   27
21 Travel, conferences, and meetings....... 7,785 0   7,785
22 Printing and publications.......... 4,249 0   4,249
23 Other expenses (attach schedule)....... Click to see attachment 56,785 108   56,677
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 426,833 11,791   358,685
25 Contributions, gifts, grants paid....... 2,604,340 2,604,340
26 Total expenses and disbursements. Add lines 24 and 25 3,031,173 11,791   2,963,025
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 219,767
b Net investment income (if negative, enter -0-) 2,318,212
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 15,435,778 12,715,238 12,715,238
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,374,387 Click to see attachment1,506,166 1,506,166
b Investments—corporate stock (attach schedule)....... 48,258,344 Click to see attachment48,039,387 48,039,387
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet16,947
Less: accumulated depreciation (attach schedule) bullet14,571 5,627 Click to see attachment2,376 2,376
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 65,074,136 62,263,167 62,263,167
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 65,074,136 62,263,167
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 65,074,136 62,263,167
31 Total liabilities and net assets/fund balances (see instructions). 65,074,136 62,263,167
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
65,074,136
2
Enter amount from Part I, line 27a .....................
2
219,767
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
65,293,903
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,030,736
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
62,263,167
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a ENTERPRISE PRODUCTS PARTNERS L.P. P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a     299 -299
b 1,165,778     1,165,778
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -299
b       1,165,778
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,165,479
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 1,767,767 59,629,805 0.029646
2016 1,505,820 35,210,853 0.042766
2015 1,279,183 30,389,607 0.042093
2014 1,086,019 26,296,104 0.041300
2013 870,752 21,457,501 0.040580
2
Total of line 1, column (d) .....................
2
0.196385
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.039277
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
66,707,188
5
Multiply line 4 by line 3......................
5
2,620,058
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
23,182
7
Add lines 5 and 6........................
7
2,643,240
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,963,025
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 23,182
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 23,182
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 23,182
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 32,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 26,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 58,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 121
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 34,697
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet34,697 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.WGPFOUNDATION.ORG
    14
    The books are in care ofbulletPAULA MILLER Telephone no.bullet (315) 913-4060

    Located atbullet492 E BRIGHTON AVESYRACUSENY ZIP+4bullet13210
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WILLIAM G POMEROY TRUSTEE
    10.00     		0 0 0
    492 E BRIGHTON AVE
    SYRACUSE,NY13210
    SANDRA POMEROY TRUSTEE
    2.00     		0 0 0
    492 E BRIGHTON AVE
    SYRACUSE,NY13210
    PAULA MILLER EXECUTIVE DIRECTOR
    36.00     		79,371 15,114 0
    492 E BRIGHTON AVE
    SYRACUSE,NY13210
    DERYN POMEROY DIRECTOR OF STRATEGIC INITIATIVES
    40.00     		39,350 3,008 0
    492 E BRIGHTON AVE
    SYRACUSE,NY13210
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    52,846,045
    b
    Average of monthly cash balances.......................
    1b
    14,876,988
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    67,723,033
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    67,723,033
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,015,845
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    66,707,188
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,335,359
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,335,359
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    23,182
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    23,182
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,312,177
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,312,177
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    3,312,177
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,963,025
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,963,025
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    23,182
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,939,843
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 3,312,177
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 2,916,769
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,963,025
    a Applied to 2017, but not more than line 2a 2,916,769
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 46,256
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		3,265,921
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    WILLIAM G POMEROY
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    PAULA MILLER
    492 E BRIGHTON AVE
    SYRACUSE,NY13210
    (315) 913-4060
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS MUST BE SUBMITTED ONLINE AT WWW.WGPFOUNDATION.ORG
    cAny submission deadlines:
    SUBMISSION DEADLINES VARY, REFER TO THE GUIDELINES AT WWW.WGPFOUNDATION.ORG
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESTRICTIONS AND LIMITATIONS VARY, REFER TO WWW.WGPFOUNDATION.ORG
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    1816 FARMINGTON QUAKER MEETINGHOUSE MUSEUM
    PO BOX 25053
    FARMINGTON,NY14425     		  PC 2018 PROFESSIONAL DEVELOPMENT GRANT 1,000
    AFTON HISTORICAL SOCIETY
    PO BOX 142
    AFTON,NY13730     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    ALASKA HISTORICAL SOCIETY
    PO BOX 100299
    ANCHORAGE,AK99510     		  PC 2018 CANAL MARKER PROGRAM 1,100
    ALBANY FIREFIGHTERS MUSEUM
    532 CENTRAL AVE
    ALBANY,NY12206     		  PC 2018 PROFESSIONAL DEVELOPMENT GRANT 1,000
    ALLEGANY AREA HISTORICAL ASSOCIATION
    25 N SECOND ST PO BOX 162
    ALLEGANY,NY14706     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    AMAGANSETT LIFE-SAVING & COAST GUARD STATION SOCIETY
    160 ATLANTIC AVE PO BOX 51
    AMAGANSETT,NY11930     		  PC 2018 NATIONAL REGISTER PROGRAM, 2018 HISTORIC MARKER PROGRAM 1,563
    AMERICAN POMEROY HISTORIC GENEALOGICAL ASSOCIATION
    492 E BRIGHTON AVENUE
    SYRACUSE,NY13210     		  POF DONATION 40,000
    AMERICAN RED CROSS
    344 WEST GENESEE STREET
    SYRACUSE,NY13202     		  PC DONATION 500
    AMITYVILLE HISTORICAL SOCIETY
    170 BROADWAY
    AMITYVILLE,NY11701     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    ANDERSON FALLS HERITAGE SOCIETY
    96 CLINTON STREET
    KEESEVILLE,NY12944     		  PC 2018 HISTORIC MARKER PROGRAM 1,060
    APHNY
    PO BOX 55
    GROTON,NY13073     		  PC REGION 9 MEETING, 2018 CONFERENCE SCHOLARSHIP TO ANNUAL CONFERENCE 510
    AURORA HISTORICAL SOCIETY
    PO BOX 427 OAKWOOD AVE
    E AURORA,NY14052     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    AUSTERLITZ HISTORICAL SOCIETY
    PO BOX 144 11550 STATE ROUTE 22
    AUSTERLITZ,NY12017     		  PC 2018 HISTORIC MARKER PROGRAM 4,240
    BARRETT ART CENTER
    55 NOXON ST
    POUGHKEEPSIE,NY12601     		  PC 2018 NATIONAL REGISTER OF HISTORIC PLACES 1,094
    BE THE MATCH FOUNDATION
    500 NORTH 5TH STREET
    MINNEAPOLIS,MN554011206     		  PC DONATION 100,000
    BMT INFONET
    1548 OLD SKOKIE ROAD UNIT 1
    HIGHLAND PARK,IL60035     		  PC SURVIVORSHIP SYMPOSIUM SPONSOR 10,000
    BOY SCOUTS OF AMERICA TROOP 56
    250 ENDERS AVENUE
    HOWES CAVE,NY12090     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    BUFFALO & ERIE COUNTY HISTORICAL SOCIETY
    25 NOTTINGHAM COURT
    BUFFALO,NY14216     		  PC 2018 HISTORIC MARKER PROGRAM 2,200
    CAIRO HISTORICAL SOCIETY
    PO BOX 803
    CAIRO,NY12413     		  PC 2018 HISTORIC MARKER PROGRAM 1,060
    CALDWELL PRESBYTERIAN CHURCH
    71 MONTCALM ST
    LAKE GEORGE,NY12845     		  PC 2018 NATIONAL REGISTER PROGRAM 1,094
    CAMP DEWOLFE
    408 N SIDE ROAD
    WADING RIVER,NY11792     		  PC 2018 NATIONAL REGISTER PROGRAM 1,094
    CARINGBRIDGE
    2750 BLUE WATER ROAD SUITE 275
    EAGAN,MN55121     		  PC DONATION 500
    CENTRAL NEW YORK COMMUNITY FOUNDATION
    431 EAST FAYETTE STREET SUITE 100
    SYRACUSE,NY13202     		  PC DONATION 1,000,000
    CHARLOTTE VALLEY PRESBYTERIAN CHURCH
    PO BOX 184
    DAVENPORT,NY13750     		  PC 2018 NATIONAL REGISTER PROGRAM 463
    CHAUTAUQUA COUNTY HISTORIAN
    1 N ERIE ST
    MAYVILLE,NY14757     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    CHITTENANGO LANDING CANAL BOAT MUSEUM
    717 LAKEPORT ROAD
    CHITTENANGO,NY13037     		  PC DONATION 100
    CHRIST CHURCH
    407 E SENECA STREET
    MANLIUS,NY13104     		  PC 2018 NATIONAL REGISTER PROGRAM 1,094
    CINCINNATUS AREA HERITAGE SOCIETY
    PO BOX 264
    CINCINNATUS,NY13040     		  PC 2018 NATIONAL REGISTER PROGRAM 1,094
    CITIZENS ADVOCATING MEMORIAL PRESERVATION
    PO BOX 303
    ALLEGANY,NY14706     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    CITY OF GLENS FALLS
    42 RIDGE STREET
    GLENS FALLS,NY12801     		  PC 2018 NATIONAL REGISTER PROGRAM 463
    CITY OF HORNELL
    82 MAIN STREET PO BOX 627
    HORNELL,NY14843     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    CITY OF ROCHESTER
    30 CHURCH STREET
    ROCHESTER,NY14614     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    CLARKSON HISTORICAL SOCIETY
    PO BOX 600
    CLARKSON,NY14430     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    COLUMBIA COUNTY HISTORICAL SOCIETY
    PO BOX 311 5 ALBANY AVENUE
    KINDERHOOK,NY12106     		  PC 2018 NATIONAL REGISTER PROGRAM 463
    CONGREGATION AGUDAS ACHIM
    587 OLD RTE 17 PO BOX 714
    LIVINGSTON MANOR,NY12758     		  PC 2018 NATIONAL REGISTER PROGRAM 1,094
    CORNWALL LIONS
    PO BOX 274
    CORNWALL,NY12518     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    CORNWALL ON HUDSON VILLAGE HALL
    325 HUDSON STREET
    CORNWALL ON HUDSON,NY12520     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    CRANDALL PUBLIC LIBRARY
    251 GLEN STREET
    GLENS FALLS,NY12801     		  PC 2018 LEGENDS AND LORE PROGRAM 1,100
    CROUSE HEALTH FOUNDATION
    736 IRVING AVENUE
    SYRACUSE,NY13210     		  PC 3 NURSING AWARDS AND 2 SCHOLARSHIPS, TRIBUTE EVENING SPONSORSHIP, 4TH INSTALLMENT - CCC, ESD NAMING 767,500
    CROUSE HOSPITAL AUXILIARY
    736 IRVING AVENUE
    SYRACUSE,NY13210     		  PC LIGHTS OF LOVE SPONSOR 1,000
    CUNNEEN-HACKETT CULTURAL CENTER
    9 VASSAR STREET
    POUGHKEEPSIE,NY12601     		  PC 2018 NATIONAL REGISTER PROGRAM 1,094
    DANA FARBER CANCER INSTITUTE
    10 BROOKLINE PLACE DIVISION OF
    DEVELOPMENT FLOOR 6
    BROOKLINE,MA02445     		  PC AML RESEARCH FUND 333,333
    DAUGHTERS OF THE AMERICAN REVOLUTION - IRONDEQUOIT CHAPTER
    138 TROUP ST
    ROCHESTER,NY14608     		  PC 2018 NATIONAL REGISTER PROGRAM 1,094
    DAUGHTERS OF THE AMERICAN REVOLUTION - MINISINK CHAPTER
    82 CARDINAL DRIVE
    WASHINGTONVILLE,NY10992     		  PC 2018 LEGENDS & LORE PROGRAM 1,060
    DELAWARE COUNTY HISTORICAL ASSOCIATION
    46549 STATE HIGHWAY 10
    DELHI,NY13753     		  PC 2018 CENTENNIAL MARKER PROGRAM 1,060
    ELMA HISTORICAL SOCIETY
    PO BOX 84 3011 BOWEN ROAD
    ELMA,NY14059     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    ERIE CANAL MUSEUM
    318 ERIE BOULEVARD EAST
    SYRACUSE,NY13202     		  PC REVEALING HIDDEN COLLECTIONS PROJECT 80,000
    EXPLORE & MORE CHILDREN'S MUSEUM
    300 GLEED AVENUE
    EAST AURORA,NY14052     		  PC 2018 HISTORIC MARKER PROGRAM 975
    FLY CREEK AREA HISTORICAL SOCIETY
    PO BOX 87 CEMETERY ROAD
    FLY CREEK,NY13337     		  PC 2018 HISTORIC MARKER PROGRAM 4,400
    FRIENDS OF FORT ONTARIO
    1 E 4TH STREET
    OSWEGO,NY13126     		  PC 2018 LEGENDS AND LORE PROGRAM 1,100
    FRIENDS OF TACONIC STATE PARK
    PO BOX 222
    COPAKE FALLS,NY12517     		  PC DONATION, 2018 NATIONAL REGISTER PROGRAM 1,194
    FRIENDS OF WAVERLY CEMETARY PRESERVATION INC
    7 ELLIOTT STREET
    WAVERLY,NY14892     		  PC 2018 NATIONAL REGISTER PROGRAM 1,094
    FRONTENAC HISTORICAL SOCIETY AND MUSEUM
    PO BOX 338
    UNION SPRINGS,NY13160     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    GENOA HISTORICAL ASSOCIATION
    PO BOX 316
    KING FERRY,NY13081     		  PC 2018 HISTORIC MARKER PROGRAM 2,160
    GIG HARBOR PENINSULA HISTORICAL SOCIETY
    4121 HARBORVIEW DRIVE PO BOX 744
    GIG HAROBR,WA98332     		  PC 2018 NATIONAL REGISTER PROGRAM 1,149
    GLEN HAVEN HISTORICAL SOCIETY
    7325 FAIR HAVEN ROAD PO BOX 293
    HOMER,NY13077     		  PC 2018 NATIONAL REGISTER PROGRAM 463
    GREECE HISTORICAL SOCIETY
    595 LONG POND ROAD PO BOX 16249
    ROCHESTER,NY14612     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    GUSTAV STICKLEY HOUSE FOUNDATION INC
    226 TEAL AVE 6017
    SYRACUSE,NY13217     		  PC 2018 NATIONAL REGISTER PROGRAM 463
    HISTORIC CHERRY HILL
    523 1/2 S PEARL ST
    ALBANY,NY12202     		  PC 2018 NATIONAL REGISTER PROGRAM 1,094
    HISTORIC NORTHAMPTON
    46 BRIDGE STREET
    NORTHAMPTON,MA01060     		  PC 2018 NATIONAL REGISTER PROGRAM 1,100
    HISTORICAL AMSTERDAM LEAGUE
    PO BOX 132
    AMSTERDAM,NY12010     		  PC 2018 HISTORIC MARKER PROGRAM 1,060
    HISTORICAL SOCIETY OF DAUPHIN COUNTY
    219 S FRONT STREET
    HARRISBURG,PA17104     		  PC 2018 NATIONAL REGISTER PROGRAM 1,104
    HISTORY CENTER OF NIAGARA
    215 NIAGARA STREET
    LOCKPORT,NY14094     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    HOOSICK AREA PARTNERSHIP FOR PARENTS AND YOUTH
    80 CHURCH STREET
    HOOSICK FALLS,NY12090     		  PC 2018 NATIONAL REGISTER PROGRAM 1,094
    HOOSICK TOWNSHIP HISTORICAL SOCIETY
    PO BOX 536 166 MAIN ST
    HOOSICK FALLS,NY12090     		  PC 2018 HISTORIC MARKER PROGRAM, 2018 PROFESSIONAL DEVELOPMENT GRANT 2,060
    HOPE FOR BEREAVED
    4500 ONONDAGA BLVD
    SYRACUSE,NY13219     		  PC FULL PAGE AD FOR HOPE PROGRAM 350
    HUDSON RIVER MILL MUSEUM
    17 PINE STREET
    CORINTH,NY12822     		  PC 2018 PROFESSIONAL DEVELOPMENT GRANT 1,000
    HUGUENOT & NEW ROCHELLE HISTORICAL SOCIETY
    20 SICARD AVENUE
    NEW ROCHELLE,NY10804     		  PC 2018 HISOTRIC MARKER PROGRAM 1,100
    JERVIS PUBLIC LIBRARY
    613 N WASHINGTON ST
    ROME,NY13440     		  PC 2018 NATIONAL REGISTER OF HISTORIC PLACES 1,094
    KANESTIO VALLEY NSDAR
    7456 STATE ROUTE 54
    BATH,NY14810     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    LANDMARK THEATRE
    362 S SALINA STREET
    SYRACUSE,NY13202     		  PC 2018 NATIONAL REGISTER PROGRAM 276
    LEWIS COUNTY HISTORICAL SOCIETY
    7552 S STATE STREET PO BOX 446
    LOWVILLE,NY13367     		  PC 2018 NATIONAL REGISTER PROGRAM 926
    LIVINGSTON COUNTY HISTORIAN
    5 MURRAY HILL DRIVE
    MT MORRIS,NY14510     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    MAJORIE DIETER MASTIN HISTORICAL SOCIETY
    PO BOX 93
    CANASERGA,NY14822     		  PC 2018 LEGENDS & LORE PROGRAM, 2018 PROFESSIONAL DEVELOPMENT GRANT 2,060
    MARROW NATION
    3433 CARMICHAEL STREET
    PALM HARBOR,FL34684     		  PC BONE MARROW DRIVE 6,288
    MASTIC PENNINSULA HISTORICAL ASSOCIATION
    PO BOX 333
    MASTIC,NY11950     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    MCMAHONRYAN CHILD ADVOCACY CENTER
    601 EAST GENESEE STREET
    SYRACUSE,NY13202     		  PC 100 HOLES FOR KIDS 500
    MILLENS BAY UNION CHURCH
    6940 BURHAM ROAD
    DEANSBORO,NY13328     		  PC 2018 NATIONAL REGISTER PROGRAM 463
    MOHAWK COUNTRY INC
    115 CHAPEL PLACE
    AMSTERDAM,NY12010     		  PC DONATION 10,000
    MONTEZUMA HISTORICAL SOCIETY
    PO BOX 476
    MONTEZUMA,NY13117     		  PC 2018 PROFESSIONAL DEVELOPMENT GRANT 1,000
    MORRISVILLE PUBLIC LIBRARY
    PO BOX 37 83 E MAIN STREET
    MORRISVILLE,NY13408     		  PC 2018 NATIONAL REGISTER PROGRAM 463
    MUSEUM ASSOCIATION OF NY
    265 RIVER STREET
    TROY,NY12180     		  PC 2018 EXHIBITOR MANY CONFERENCE 500
    NATIONAL COLLABORATIVE FOR WOMEN'S HISTORY SITES
    PO BOX 1376
    MOUNT LAUREL,NJ08054     		  PC 4 NATIONAL WOMEN'S SUFFRAGE MARKERS 4,600
    NEW SCOTLAND HISTORICAL ASSOCIATION
    7 OLD SALEM ROAD
    VOORHEESVILLE,NY12186     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    NEW WOODSTOCK REGIONAL HISTORICAL SOCIETY
    2641 RAILROAD STREET PO BOX 45
    NEW WOODSTOCK,NY13122     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    NEW YORK CULTURAL HERITAGE TOURISM NETWORK
    43 CAROLINE ST
    CLYDE,NY14433     		  PC EXHIBIT TABLE ANNUAL SPRING CONFERENCE 50
    NEW YORK FOLKLORE SOCIETY
    129 JAY STREET
    SCHENECTADY,NY12305     		  PC LEGENDS AND LORE PROGRAM 2,000
    NEW YORK GENEOLOGICAL & BIOGRAPHICAL SOCIETY
    36 WEST 44TH STREET 7TH FLOOR
    NEW YORK,NY10036     		  PC BOOTH EXHIBIT, FALL ANNUAL FUND CHALLENGE MATCH 10,150
    NEW YORK STATE ARCHIVES PARTNERSHIP TRUST
    9C49 CULTURAL EDUCATION CENTER
    ALBANY,NY12230     		  PC NEW YORK ARCHIVES MAGAZINE 2,000
    NEWSTEAD HISTORICAL SOCIETY
    PO BOX 222
    AKRON,NY14001     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    NEWTOWN HISTORICAL SOCIETY
    1883 STOCKHOLM STREET
    RIDGEWOOD,NY11385     		  PC 2018 NATIONAL REGISTER PROGRAM 1,094
    NIAGARA FRONTIER CHAPTER NRHS INC
    111 OLIVER STREET PO BOX 1043
    NORTH TONAWANDA,NY14120     		  PC 2018 NATIONAL REGISTER PROGRAM 1,094
    NORTH EAST HISTORICAL SOCIETY INC
    75 MAIN STREET PO BOX 727
    MILLERTON,NY12546     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    NUNDA HISTORICAL SOCIETY
    24 PORTAGE STREET
    NUNDA,NY14517     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    OHIO HISTORY CONNECTION
    800 EAST 17TH AVENUE
    COLUMBUS,OH43211     		  PC OHIO HISTORICAL MARKERS (2), FLEMMOND & GREENWOOD, FOREST HILL PARK MARKER 7,320
    ONONDAGA HISTORICAL ASSOCIATION
    321 MONTGOMERY STREET
    SYRACUSE,NY13202     		  PC 2 TIX MEDAL OF HONOR BREAKFAST, ELEVATOR REPAIR PROJECT, 2018 HISTORIC MARKER PROGRAM, SPONSORSHIP OF GLORIOUS WORKPLACES & AIRPORT GALA 25,400
    OSWEGO TOWN HISTORICAL SOCIETY
    2320 COUNTY ROUTE 7
    OSWEGO,NY13126     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    OWEGO HOSE TEAMS INC
    461 E MAIN STREET
    OWEGO,NY13827     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    PINE GROVE CEMETARY ASSOCIATION
    43 COUNTY RD 53
    BALLSTON LAKE,NY12019     		  PC 2018 HISTORIC MARKER PROGRAM 1,060
    PRESERVATION ASSOCIATION OF THE SOUTHERN TIER
    21 NORTH DEPOT ST UNIT 1E
    BINGHAMTON,NY13901     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    QUILCENE HISTORICAL MUSEUM
    PO BOX 574 151 E COLUMBIA SY
    QUILCENE,WA98376     		  PC 2018 NATIONAL REGISTER PROGRAM 1,149
    REDWOOD HISTORICAL SOCIETY
    PO BOX 663
    REDWOOD,NY13679     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    REFORMED CHURCH ON STATEN ISLAND
    54 PORT RICHMOND AVENUE
    STATEN ISLAND,NY10302     		  PC 2018 NATIONAL REGISTER PROGRAM 1,094
    ROCHESTER INSTITUTE OF TECHNOLOGY
    116 LOMB MEMORIAL DRIVE
    ROCHESTER,NY14623     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    ROME HISTORICAL SOCIETY
    200 CHURCH STREET
    ROME,NY13440     		  PC 2018 HISTORIC MARKER PROGRAM (2) WILLIAMS & CRAVEN 2,120
    SALEM CHRISTIAN FELLOWSHIP CHURCH
    PO BOX 96 9586 BEAVER FALLS ROAD
    BEAVER FALLS,NY13305     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    SARAH'S GUEST HOUSE
    100 ROBERTS AVENUE
    SYRACUSE,NY13207     		  PC 25TH ANNIVERSARY QUILT 1,000
    SARATOGA COUNTY
    40 MCMASTER ST
    BALLSTON SPA,NY12020     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    SCHUYLER COUNTY HISTORICAL SOCIETY
    108 NORTH CATHERINE STREET
    MONTOUR FALLS,NY14865     		  PC 2018 PROFESSIONAL DEVELOPMENT GRANT 1,000
    SKANEATELES HISTORICAL SOCIETY MUSEUM THE CREAMERY
    28 HANNUM ST
    SKANEATELES,NY13152     		  PC 2018 PROFESSIONAL DEVELOPMENT GRANT 1,000
    SONNENBERG GARDENS & MANSION STATE HISTORIC PARK
    151 CHARLOTTE STREET
    CANANDAIGUA,NY14424     		  PC 2018 NATIONAL REGISTER PROGRAM 1,094
    ST PAUL'S EPISCOPAL CHURCH
    58 3RD STREET
    TROY,NY12180     		  PC 2018 NATIONAL REGISTER PROGRAM 463
    STANFORD HISTORICAL SOCIETY
    PO BOX 552
    BANGALL,NY12506     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    STATE THEATRE OF ITHACA INC
    107 WEST STATE STREET
    ITHACA,NY14850     		  PC 2018 NATIONAL REGISTER PROGRAM 463
    STEPHENTOWN HISTORICAL SOCIETY
    4 STAPLES ROAD PO BOX 11
    STEPHENTOWN,NY12168     		  PC 2018 HISTORIC MARKER PROGRAM 1,060
    STORYCORP
    80 HANSON PLACE 2ND FLOOR
    BROOKLYN,NY11217     		  PC DONATION 250
    THE COLONIAL WILLIAMSBURG FOUNDATION
    PO BOX 1776
    WILLIAMSBURG,VA23187     		  PC DONATION 100
    THE FIRST PRESBYTERIAN CHURCH
    25 CHURCH STREET
    COOPERSTOWN,NY13326     		  PC 2018 HISTORIC MARKER PROGRAM 2,160
    THE HISTORICAL SOCIETY INC
    1 GROVE STREET
    TARRYTOWN,NY10591     		  PC 2018 PROFESSIONAL DEVELOPMENT GRANT 1,000
    THE LONGWOOD SOCIETY FOR HISTORIC PRESERVATION
    PO BOX 550
    MIDDLE ISLAND,NY11953     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    THE RESEARCH FOUNDATION FOR SUNY
    223 HEWITT UNION SUNY OSWEGO
    OSWEGO,NY13126     		  PC 2018 HISTORIC MARKER PROGRAM 2,120
    THE SALVATION ARMY
    677 SOUTH SALINA STREET
    SYRACUSE,NY13202     		  PC DOME DAY, CIVIC LUNCHEON 5,750
    THE STANLEY THEATER
    261 GENESEE STREET
    UTICA,NY13501     		  PC 2018 NATIONAL REGISTER PROGRAM 463
    THE WOODSTOCK SCHOOL OF ART INC
    2470 ROUTE 212
    WOODSTOCK,NY12498     		  PC 2018 NATIONAL REGISTER OF HISTORIC PLACES 1,094
    TICONDEROGA HISTORICAL SOCIETY
    6 MOSES CIRCLE
    TICONDEROGA,NY12883     		  PC 2018 HISTORIC MARKER PROGRAM 1,060
    TOWN HISTORIAN OF HYDE PARK
    4383 ALBANY POST ROAD
    HYDE PARK,NY12538     		  PC 2018 NATIONAL REGISTER PROGRAM 1,094
    TOWN OF AMSTERDAM
    283 MANNYS CORNERS ROAD
    AMSTERDAM,NY12010     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    TOWN OF BABYLON HISTORY MUSEUM
    47 WEST MAIN STREET SUITE 2
    BABYLON,NY11704     		  PC 2018 HISTORIC MARKER PROGRAM 3,300
    TOWN OF BROOKHAVEN
    ONE INDEPENDENCE HILL
    FARMINGVILLE,NY11738     		  PC 2018 NATIONAL REGISTER PROGRAM 463
    TOWN OF BURNS
    10 MAIN STREET PO BOX 222
    CANASERGA,NY14822     		  PC 2018 NATIONAL REGISTER PROGRAM 1,094
    TOWN OF CROWN POINT
    17 MONITOR BAY ROAD
    CROWN POINT,NY12928     		  PC 2018 HISTORIC MARKER PROGRAM 1,060
    TOWN OF DEPEYSTER
    BOX 17 4399 CR 10
    DEPEYSTER,NY13633     		  PC 2018 HISTORIC MARKER PROGRAM 1,060
    TOWN OF EDEN
    2795 EAST CHURCH ST
    EDEN,NY14057     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    TOWN OF EPHRATAH HISTORICAL SOCIETY
    3782 HWY 10
    ST JOHNSVILLE,NY13452     		  PC 2018 HISTORIC MARKER PROGRAM 1,060
    TOWN OF ESSEX
    PO BOX 355 2313 MAIN STREET
    ESSEX,NY12936     		  PC 2018 NATIONAL REGISTER PROGRAM 2,188
    TOWN OF HEMPSTEAD
    1 WASHINGTON ST
    HEMPSTEAD,NY11550     		  PC 2018 NATIONAL REGISTER PROGRAM 1,094
    TOWN OF HIGHLAND
    PO BOX 185
    BARRYVILLE,NY12719     		  PC 2018 HISTORIC MARKER PROGRAM, 2018 CANAL MARKER PROGRAM 2,160
    TOWN OF HOMER
    31 N MAIN STREET
    HOMER,NY13077     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    TOWN OF JERUSALEM
    3817 ITALY HILL ROAD
    BRANCHPORT,NY14418     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    TOWN OF MACEDON
    32 MAIN STREET
    MACEDON,NY14502     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    TOWN OF MALTA
    1 BAYBERRY DRIVE
    MALTA,NY12020     		  PC 2018 NATIONAL REGISTER PROGRAM 2,188
    TOWN OF MAMAKATING
    2948 ROUTE 209
    WURTSBORO,NY12790     		  PC 2018 HISTORIC MARKER PROGRAM 2,200
    TOWN OF MARTINSBURG
    PO BOX 8 5405 CEMETERY ROAD
    MARTINSBURG,NY13404     		  PC 2018 HISTORIC MARKER PROGRAM, 2018 LEGENDS AND LORE PROGRAM 2,160
    TOWN OF MASSENA
    79 MAIN ST
    MASSENA,NY13662     		  PC 2018 PROFESSIONAL DEVELOPMENT GRANT - CELINE PHILBERT CULTURAL, 2018 HISTORIC MARKER PROGRAM 2,100
    TOWN OF MIDDLESEX
    1216 ROUTE 245 PO BOX 147
    MIDDLESEX,NY14507     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    TOWN OF MORRISTOWN
    PO BOX 240 604 MAIN STREET
    MORRISTOWN,NY13664     		  PC 2018 NATIONAL REGISTER PROGRAM 3,282
    TOWN OF NEW HAVEN
    PO BOX 141
    NEW HAVEN,NY13121     		  PC 2018 HISTORIC MARKER PROGRAM 1,060
    TOWN OF NORTH HEMPSTEAD
    220 PLANDOME ROAD
    MANHASSET,NY11030     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    TOWN OF NORTHAMPTON
    412 SOUTH MAIN STREET
    NORTHVILLE,NY12134     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    TOWN OF ONONDAGA HISTORICAL SOCIETY
    5020 BALL ROAD
    SYRACUSE,NY13215     		  PC 2018 LEGENDS AND LORE PROGRAM, 2018 CHALLENGE GRANT FOR TECHNOLOGY EQUIPMENT 6,405
    TOWN OF OSSIAN
    4706 OSSIAN HILL ROAD
    DANSVILLE,NY14437     		  PC 2018 HISTORIC MARKER PROGRAM 2,200
    TOWN OF PORTER HISTORICAL SOCIETY
    240 LOCKPORT ROAD PO BOX 168
    YOUNGSTOWN,NY14174     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    TOWN OF SANDY CREEK
    1992 HARWOOD DRIVE PO BOX 52
    SANDY CREEK,NY13145     		  PC 2018 HISTORIC MARKER PROGRAM 1,060
    TOWN OF SARATOGA
    12 SPRING STREET
    SCHUYLERVILLE,NY12871     		  PC 2018 HISTORIC MARKER PROGRAM 1,060
    TOWN OF SOUTHAMPTON
    116 HAMPTON ROAD
    SOUTHAMPTON,NY11968     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    TOWN OF THOMPSON
    4052 STATE ROUTE 42
    MONTICELLO,NY12701     		  PC 2018 HISTORIC MARKER PROGRAM 7,420
    TOWN OF VAN BUREN
    7575 VAN BUREN ROAD
    BALDWINSVILLE,NY13027     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    TOWN OF WESTMORELAND
    STATION ROAD
    WESTMORELAND,NY13490     		  PC 2018 HISTORIC MARKER GRANT 1,100
    TRAIL WORKS INC
    PO BOX 43
    WILLIAMSON,NY14589     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    TRINITY MEMORIAL EPISCOPAL CHURCH
    44 MAIN STREET
    BINGHAMTON,NY13905     		  PC 2018 NATIONAL REGISTER PROGRAM 1,094
    ULSTER COUNTY CLERKS OFFICE
    244 FAIR STREET PO BOX 1800
    KINGSTON,NY12402     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    UNADILLA HISTORICAL ASSOCIATION
    PO BOX 808
    UNADILLA,NY13849     		  PC 2018 PROFESSIONAL DEVELOPMENT GRANT 1,000
    VILLAGE OF BERGEN
    11 N LAKE AVE
    BERGEN,NY14416     		  PC 2018 NATIONAL REGISTER OF HISTORIC PLACES 1,094
    VILLAGE OF BROCKPORT
    127 MAIN STREET
    BROCKPORT,NY14420     		  PC 2018 NATIONAL REGISTER PROGRAM 2,188
    VILLAGE OF CLYDE
    6 SOUTH PARK STREET
    CLYDE,NY14433     		  PC 2018 HISTORIC MARKER PROGRAM 5,500
    VILLAGE OF CORINTH
    244 MAIN STREET
    CORINTH,NY12822     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    VILLAGE OF GOSHEN
    27 MAIN STREET
    GOSHEN,NY10924     		  PC 2018 NATIONAL REGISTER PROGRAM 1,094
    VILLAGE OF LIVERPOOL
    310 SYCAMORE STREET
    LIVERPOOL,NY13088     		  PC 2018 NATIONAL REGISTER PROGRAM 2,188
    WALLKILL CEMETERY
    155-160 MIDWAY ROAD
    MIDDLETOWN,NY10940     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    WAYNE ACTION FOR RACIAL EQUALITY
    6923 ROTTERDAM ROAD
    SODUS,NY14551     		  PC 2018 HISTORIC MARKER PROGRAM 1,100
    WCNY
    PO BOX 2400
    SYRACUSE,NY13204     		  PC SPONSORSHIP OF ERIE CANAL PAINT PASH 1,500
    WESTCHESTER COUNTY HISTORICAL SOCIETY
    2199 SAW MILL RIVER ROAD
    ELMSFORD,NY10523     		  PC 2018 HISTORIC MARKER PROGRAM 1,060
    YAKIMA VALLEY TRANSPORTATION COMPANY
    PO BOX 796
    YAKIMA,WA98907     		  PC 2018 NATIONAL REGISTER PROGRAM 1,149
    Total .................................bullet 3a 2,604,340
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 51,991  
    4 Dividends and interest from securities....     14 1,127,803  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    19 1,165,479  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aENTERPRISE PRODUCTS PARTNERS L.P.     		    14 -15,270  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,330,003 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,330,003
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    THE WILLIAM G POMEROY FOUNDATION
     
    Employer identification number

    20-6572301
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE WILLIAM G POMEROY FOUNDATION
          		Employer identification number
    20-6572301
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    WILLIAM G POMEROY  
    3355 SENTINEL HEIGHTS ROAD
     
    LAFAYETTE, NY13084

    		$ 920,937


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE WILLIAM G POMEROY FOUNDATION
          		Employer identification number

    20-6572301
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SECURITIES $ 720,937 2018-12-26
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE WILLIAM G POMEROY FOUNDATION
          		Employer identification number

    20-6572301
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN:
    20-6572301
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 11,255 8,441   2,814

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN:
    20-6572301
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    SOFTWARE 2015-07-10 10,000 8,333 SL 3.000000000000 1,667 0    
    XEROX COPIER/PRINTER/FAX MACHINE 2016-12-14 6,947 2,987 200DB 5.000000000000 1,584 0    

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN:
    20-6572301
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AFLAC INC 236,912 236,912
    ALLSCRIPTS HEALTHCARE SOLUTIONS 18,316 18,316
    ALPHABET INC CAP STK CL A (GOOGL) 167,194 167,194
    ALPHABET INC CAP STK CL C (GOOG) 165,698 165,698
    ALTABA INC 23,176 23,176
    AMAZON.COM, INC. 2,553,349 2,553,349
    AMERICAN EXPRESS CO 19,064 19,064
    ARCHER DANIELS MIDLAND 81,940 81,940
    AT&T 37,787 37,787
    AVNET INC 141,331 141,331
    BRIGHTHOUSE FINL INC 10,241 10,241
    CARNIVAL CORP PAIRED 59,160 59,160
    CHEMOURS CO COM 183,994 183,994
    CISCO SYS INC COM 324,975 324,975
    COMMUNITY BK SYS INC 64,130 64,130
    CORNING INC. 45,315 45,315
    COSTCO WHOLESALE CORP 1,263,002 1,263,002
    CVS HEALTH CORP COM 275,184 275,184
    DELL TECHNOLOGIES 30,240 30,240
    DISNEY WALT CO 54,825 54,825
    DOWDUPONT INC COM 383,933 383,933
    EBAY, INC. 606,312 606,312
    ENTERPRISE GP HOLDINGS LP 362,544 362,544
    EXELON CORP 90,065 90,065
    EXXON MOBIL CORP. 525,063 525,063
    FIDELITY BLUE CHIP 1,669,784 1,669,784
    FIDELITY CONSERVATIVE INCOME BOND 3,017,275 3,017,275
    FIDELITY EQUITY INCOME 50,585 50,585
    FIDELITY EXPORT & MULTINATIONAL 1,187,531 1,187,531
    FIDELITY GROWTH COMPANY 1,459,659 1,459,659
    FIDELITY GROWTH STRATEGIES FUND 349,924 349,924
    FIDELITY HIGH INCOME 699,485 699,485
    FIDELITY INT'L DISCOVERY 599,880 599,880
    FIDELITY LATIN AMERICA 141,966 141,966
    FIDELITY PURITAN 320,161 320,161
    FIDELITY SELECT COMMUNICATION & EQUIPMENT PORT 82,373 82,373
    FIDELITY SELECT HEALTHCARE 150,005 150,005
    FIDELITY SELECT MEDICAL EQUIP& SYSTEM 810,079 810,079
    FIDELITY SELECT SOFTWARE & COMPUTER 2,212,796 2,212,796
    FIDELITY SELECT TECHNOLOGY 595,458 595,458
    FIDELITY SELECT TELECOMM 33,210 33,210
    FIDELITY SMALL CAP STOCK 210,949 210,949
    FIDELITY SMALL CAP VALUE 1,114,826 1,114,826
    FIDELITY STOCK SELECTOR 283,166 283,166
    FIDELITY STRATEGIC REAL RETURN 33,160 33,160
    FIDELITY VALUE 1,081,373 1,081,373
    FORD MTR CO DEL COM 114,191 114,191
    GARMIN LTD COM 63,320 63,320
    GENERAL ELECTRIC CO 59,046 59,046
    INTEL CORP 657,020 657,020
    INTL BUSINESS MACH 466,047 466,047
    ISHARES CORE S&P SMALLCAP ETF 970,480 970,480
    ISHARES RUSSELL 2000 ETF 26,780 26,780
    ISHARES TR GLB INFRASTR 19,690 19,690
    ISHARES TRANSPORTATION AVERAGE ETF 528,032 528,032
    JETBLUE AWYS CORP 277,838 277,838
    JOHNSON & JOHNSON 245,195 245,195
    JPMORGAN CHASE & CO 97,620 97,620
    JUNIPER NETWORKS INC 26,910 26,910
    LOEWS CORP 50,072 50,072
    MCDONALDS CORP. 195,327 195,327
    METLIFE INC COM 151,922 151,922
    MICROSOFT CORP 1,686,062 1,686,062
    NBT BANCORP INC 120,512 120,512
    NETAPP INC 161,109 161,109
    NORTHERN TR CORP 234,052 234,052
    PAYPAL HOLDINGS 1,984,524 1,984,524
    PC CONNECTION INC 22,297 22,297
    POWERSHARES QQQ 3,270,312 3,270,312
    PROCTER & GAMBLE CO 18,384 18,384
    QUANTA SERVICES 111,370 111,370
    RESMED INC 478,254 478,254
    RINGCENTRAL INC-CLASS A 32,976 32,976
    RITCHIE BROS AUCTIONEERS 32,720 32,720
    ROYAL CARIBBEAN CRUISES COM 723,646 723,646
    SABRA HEALTH CARE REIT INC 21,276 21,276
    SCHUMBERGER LIMITED COM 72,160 72,160
    SECTOR SPDR TR SHS BEN INT ENERGY 779,960 779,960
    SECTOR SPDR TR SHS BEN INT FINANCIAL 359,682 359,682
    SECTOR SPDR TR SHS BEN INT TECHNOLOGY 650,790 650,790
    SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS 441,201 441,201
    SELECT SECTOR SPDR TR RL EST SEL SEC 65,503 65,503
    SELECT SECTOR SPDR TR SHS BEN INT 343,536 343,536
    SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 2,729,158 2,729,158
    SPDR S&P 500 ETF TRUST UNIT SER 1 S&P 2,824,096 2,824,096
    SPRINT NEXTEL CORP FON SHS 3,044 3,044
    STURM RUGER & CO INC 58,542 58,542
    SYMANTEC CORP 4,232 4,232
    TARGET CORP COM 112,353 112,353
    TECH DATA CORP COM 65,448 65,448
    TJX COMPANIES INC 814,268 814,268
    TOYOTA MOTOR CORP ADR-EACH REP 2 ORD 313,416 313,416
    TRANSOCEAN LIMITED COM 6,940 6,940
    UNITED STATES NATURAL GAS FUND LP UNIT 9,266 9,266
    UNITEDHEALTH GROUP 772,272 772,272
    VENTAS INC 269,514 269,514
    VERIZON COMMUNICATIONS 455,382 455,382
    WALMART STORES 214,245 214,245

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN:
    20-6572301
    US Government Securities - End of Year Book Value:

    1,506,166
    US Government Securities - End of Year Fair Market Value:

    1,506,166
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 LandEtcSchedule2
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN:
    20-6572301
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    SOFTWARE 10,000 10,000 0  
    XEROX COPIER/PRINTER/FAX MACHINE 6,947 4,571 2,376  


    TY 2018 LegalFeesSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN:
    20-6572301
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 16,476 0   16,476


    TY 2018 OtherDecreasesSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN:
    20-6572301
    Description Amount
    UNREALIZED LOSS ON SECURITIES HELD 3,030,728
    NONDEDUCTIBLE EXPENSES 8


    TY 2018 OtherExpensesSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN:
    20-6572301
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMMUNICATIONS EXPENSE 1,311 0   1,311
    DUES & SUBSCRIPTIONS 1,142 0   1,142
    OFFICE EXPENSE 4,167 0   4,167
    OUTSIDE SERVICES 13,225 0   13,225
    INVESTMENT FEES 108 108   0
    INSURANCE EXPENSE 4,375 0   4,375
    WEBSITE 11,828 0   11,828
    POSTAGE & SHIPPING 2,797 0   2,797
    MEALS 2,303 0   2,303
    ADVERTISING 9,572 0   9,572
    CONTINUING EDUCATION 4,207 0   4,207
    MEMBERSHIP FEES 1,750 0   1,750


    TY 2018 OtherIncomeSchedule2
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN:
    20-6572301
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ENTERPRISE PRODUCTS PARTNERS L.P. -15,270 -15,270 -15,270


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN:
    20-6572301
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL ADMINISTRATIVE FEES 3,304 0   3,304


    TY 2018 TaxesSchedule
    Name:
    THE WILLIAM G POMEROY FOUNDATION
    EIN:
    20-6572301
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 53,106 0   0
    FOREIGN TAX PAID 3,242 3,242   0
    PAYROLL TAXES 18,820 0   18,820
    NYS FILING FEE 1,500 0   1,500